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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

114 hedge funds and large institutions have $1.14B invested in iShares MSCI USA Min Vol Factor ETF in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
3.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
16
Increased
49
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Choate Investment Advisors
Massachusetts
$79.5M
2
Ameriprise
2
Ameriprise
Minnesota
$97.1M
3
Wells Fargo
3
Wells Fargo
California
$45.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$17.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.02M

Top Sellers

1
3AM
1
3D Asset Management
Connecticut
$24.6M
2
AIM
2
Astor Investment Management
Illinois
$8.13M
3
BlackRock
3
BlackRock
New York
$0
4
NPC
4
National Planning Corporation
California
$0
5
ICM
5
ICC Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.49M 251,928 +10,238 +4%
CFS
27
Community Financial System
New York
$8.17M 216,900 -225 -0.1%
AIM
28
Astor Investment Management
Illinois
$8.13M 215,830 -317,688 -60%
Citigroup
29
Citigroup
New York
$7.75M 205,654 +96,255 +88%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$7.7M 204,334 -16,554 -7%
Mariner
31
Mariner
Kansas
$7.66M 203,155 +46,010 +29%
CAL
32
Capital Advisors Ltd
Ohio
$7.13M 189,172 +11,913 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$7.02M 186,300 +186,300 New
TF
34
Tompkins Financial
New York
$5.83M 154,706 -78,761 -34%
DMC
35
Drexel Morgan & Co
Pennsylvania
$5.12M 135,846 -565 -0.4%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$4.93M 130,852 +105,981 +426%
Geode Capital Management
37
Geode Capital Management
Massachusetts
– – – –
Franklin Resources
38
Franklin Resources
California
$4.6M 122,000 – –
BA
39
Boston Advisors
Massachusetts
$3.3M 87,474 +33 +0%
BCI
40
Brinker Capital Investments
Pennsylvania
$3.23M 85,798 -492 -0.6%
DIP
41
DT Investment Partners
Pennsylvania
$2.78M 73,702 +3,102 +4%
BII
42
Bainco International Investors
Massachusetts
$2.69M 71,425 +71,425 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$2.42M 64,190 +372 +0.6%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.27M 60,210 +11,082 +23%
JFG
45
JMG Financial Group
Illinois
$2.25M 59,782 – –
RJA
46
Raymond James & Associates
Florida
$2.17M 57,694 +29,778 +107%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$2.08M 55,200 +22,701 +70%
BRWA
48
B. Riley Wealth Advisors
Florida
$1.99M 52,678 -57,128 -52%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.71M 45,391 +18,897 +71%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.65M 43,858 -446 -1%
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